Civic Intelligence

Trey Helton State Farm

Plan context: Trey Helton State Farm 401(K) Plan

EIN 20-1362105 • Murfreesboro, TN • 18 filings • 3 plans

2650 Memorial Blvd. Ste CMurfreesboro, TN 37129
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$405,861

2024 Contributions

$39,825

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$405,861$202,931$0200820162024YearValue
$405,861Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200720162024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$405,861$39,825$4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%.
Trey Helton State Farm 401(K) Plan-9$405,861$39,825$4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%.
2023111$332,370$28,436$2,585iApproximate average salary by contribution assumption: employee only about $64,627 at 4% or $43,085 at 6%; with 50% employer match about $43,085 at 4% or $28,723 at 6%; with 100% employer match about $32,314 at 4% or $21,542 at 6%.
Trey Helton State Farm 401(K) Plan-11$332,370$28,436$2,585iApproximate average salary by contribution assumption: employee only about $64,627 at 4% or $43,085 at 6%; with 50% employer match about $43,085 at 4% or $28,723 at 6%; with 100% employer match about $32,314 at 4% or $21,542 at 6%.
202219$254,121$24,785$2,754iApproximate average salary by contribution assumption: employee only about $68,847 at 4% or $45,898 at 6%; with 50% employer match about $45,898 at 4% or $30,599 at 6%; with 100% employer match about $34,424 at 4% or $22,949 at 6%.
Trey Helton State Farm 401(K) Plan-9$254,121$24,785$2,754iApproximate average salary by contribution assumption: employee only about $68,847 at 4% or $45,898 at 6%; with 50% employer match about $45,898 at 4% or $30,599 at 6%; with 100% employer match about $34,424 at 4% or $22,949 at 6%.
2021110$309,905$23,651$2,365iApproximate average salary by contribution assumption: employee only about $59,128 at 4% or $39,418 at 6%; with 50% employer match about $39,418 at 4% or $26,279 at 6%; with 100% employer match about $29,564 at 4% or $19,709 at 6%.
Trey Helton State Farm 401(K) Plan-10$309,905$23,651$2,365iApproximate average salary by contribution assumption: employee only about $59,128 at 4% or $39,418 at 6%; with 50% employer match about $39,418 at 4% or $26,279 at 6%; with 100% employer match about $29,564 at 4% or $19,709 at 6%.
2020110$249,829$23,880$2,388iApproximate average salary by contribution assumption: employee only about $59,700 at 4% or $39,800 at 6%; with 50% employer match about $39,800 at 4% or $26,533 at 6%; with 100% employer match about $29,850 at 4% or $19,900 at 6%.
Trey Helton State Farm 401(K) Plan-10$249,829$23,880$2,388iApproximate average salary by contribution assumption: employee only about $59,700 at 4% or $39,800 at 6%; with 50% employer match about $39,800 at 4% or $26,533 at 6%; with 100% employer match about $29,850 at 4% or $19,900 at 6%.
2019111$236,665$18,951$1,723iApproximate average salary by contribution assumption: employee only about $43,070 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,142 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%.
Trey Helton State Farm 401(K) Plan-11$236,665$18,951$1,723iApproximate average salary by contribution assumption: employee only about $43,070 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,142 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%.
201819$173,064$18,223$2,025iApproximate average salary by contribution assumption: employee only about $50,619 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,498 at 6%; with 100% employer match about $25,310 at 4% or $16,873 at 6%.
Trey Helton State Farm 401(K) Plan-9$173,064$18,223$2,025iApproximate average salary by contribution assumption: employee only about $50,619 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,498 at 6%; with 100% employer match about $25,310 at 4% or $16,873 at 6%.
201719$167,842$17,035$1,893iApproximate average salary by contribution assumption: employee only about $47,319 at 4% or $31,546 at 6%; with 50% employer match about $31,546 at 4% or $21,031 at 6%; with 100% employer match about $23,660 at 4% or $15,773 at 6%.
Trey Helton State Farm 401(K) Plan-9$167,842$17,035$1,893iApproximate average salary by contribution assumption: employee only about $47,319 at 4% or $31,546 at 6%; with 50% employer match about $31,546 at 4% or $21,031 at 6%; with 100% employer match about $23,660 at 4% or $15,773 at 6%.
201617$122,362$17,524$2,503iApproximate average salary by contribution assumption: employee only about $62,586 at 4% or $41,724 at 6%; with 50% employer match about $41,724 at 4% or $27,816 at 6%; with 100% employer match about $31,293 at 4% or $20,862 at 6%.
Trey Helton State Farm 401(K) Plan-7$122,362$17,524$2,503iApproximate average salary by contribution assumption: employee only about $62,586 at 4% or $41,724 at 6%; with 50% employer match about $41,724 at 4% or $27,816 at 6%; with 100% employer match about $31,293 at 4% or $20,862 at 6%.
201517$95,022$17,904$2,558iApproximate average salary by contribution assumption: employee only about $63,943 at 4% or $42,629 at 6%; with 50% employer match about $42,629 at 4% or $28,419 at 6%; with 100% employer match about $31,971 at 4% or $21,314 at 6%.
Trey Helton State Farm 401(K) Plan-7$95,022$17,904$2,558iApproximate average salary by contribution assumption: employee only about $63,943 at 4% or $42,629 at 6%; with 50% employer match about $42,629 at 4% or $28,419 at 6%; with 100% employer match about $31,971 at 4% or $21,314 at 6%.
201415$79,098$16,218$3,244iApproximate average salary by contribution assumption: employee only about $81,090 at 4% or $54,060 at 6%; with 50% employer match about $54,060 at 4% or $36,040 at 6%; with 100% employer match about $40,545 at 4% or $27,030 at 6%.
Trey Helton State Farm 401(K) Plan-5$79,098$16,218$3,244iApproximate average salary by contribution assumption: employee only about $81,090 at 4% or $54,060 at 6%; with 50% employer match about $54,060 at 4% or $36,040 at 6%; with 100% employer match about $40,545 at 4% or $27,030 at 6%.
201314$58,343$15,765$3,941iApproximate average salary by contribution assumption: employee only about $98,531 at 4% or $65,688 at 6%; with 50% employer match about $65,688 at 4% or $43,792 at 6%; with 100% employer match about $49,266 at 4% or $32,844 at 6%.
Trey Helton State Farm 401(K) Plan-4$58,343$15,765$3,941iApproximate average salary by contribution assumption: employee only about $98,531 at 4% or $65,688 at 6%; with 50% employer match about $65,688 at 4% or $43,792 at 6%; with 100% employer match about $49,266 at 4% or $32,844 at 6%.
201215$33,497$5,442$1,088iApproximate average salary by contribution assumption: employee only about $27,210 at 4% or $18,140 at 6%; with 50% employer match about $18,140 at 4% or $12,093 at 6%; with 100% employer match about $13,605 at 4% or $9,070 at 6%.
Trey Helton State Farm 401(K) Plan-5$33,497$5,442$1,088iApproximate average salary by contribution assumption: employee only about $27,210 at 4% or $18,140 at 6%; with 50% employer match about $18,140 at 4% or $12,093 at 6%; with 100% employer match about $13,605 at 4% or $9,070 at 6%.
201115$25,140$5,527$1,105iApproximate average salary by contribution assumption: employee only about $27,635 at 4% or $18,423 at 6%; with 50% employer match about $18,423 at 4% or $12,282 at 6%; with 100% employer match about $13,818 at 4% or $9,212 at 6%.
Trey Helton State Farm 401(K) Plan-5$25,140$5,527$1,105iApproximate average salary by contribution assumption: employee only about $27,635 at 4% or $18,423 at 6%; with 50% employer match about $18,423 at 4% or $12,282 at 6%; with 100% employer match about $13,818 at 4% or $9,212 at 6%.
201014$21,788$5,532$1,383iApproximate average salary by contribution assumption: employee only about $34,575 at 4% or $23,050 at 6%; with 50% employer match about $23,050 at 4% or $15,367 at 6%; with 100% employer match about $17,288 at 4% or $11,525 at 6%.
Trey Helton State Farm 401(K) Plan-4$21,788$5,532$1,383iApproximate average salary by contribution assumption: employee only about $34,575 at 4% or $23,050 at 6%; with 50% employer match about $23,050 at 4% or $15,367 at 6%; with 100% employer match about $17,288 at 4% or $11,525 at 6%.
200913$13,733$6,420$2,140iApproximate average salary by contribution assumption: employee only about $53,500 at 4% or $35,667 at 6%; with 50% employer match about $35,667 at 4% or $23,778 at 6%; with 100% employer match about $26,750 at 4% or $17,833 at 6%.
Trey Helton State Farm 401(K) Plan-3$13,733$6,420$2,140iApproximate average salary by contribution assumption: employee only about $53,500 at 4% or $35,667 at 6%; with 50% employer match about $35,667 at 4% or $23,778 at 6%; with 100% employer match about $26,750 at 4% or $17,833 at 6%.
200814$5,310$7,005$1,751iApproximate average salary by contribution assumption: employee only about $43,781 at 4% or $29,188 at 6%; with 50% employer match about $29,188 at 4% or $19,458 at 6%; with 100% employer match about $21,891 at 4% or $14,594 at 6%.
Trey Helton State Farm 401(K) Plan-4$5,310$7,005$1,751iApproximate average salary by contribution assumption: employee only about $43,781 at 4% or $29,188 at 6%; with 50% employer match about $29,188 at 4% or $19,458 at 6%; with 100% employer match about $21,891 at 4% or $14,594 at 6%.
200713$0$0-
Trey Helton State Farm 401(K) Plan-3---